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Investment Wealth Trainee
on 2021-05-08 52 views

Looking for driven individuals looking to make an impactful change to lives as a Trainee!

Solaris Advisory

Solaris Advisory members View more

  • Idros Itaosa
    Business (Finance, HR etc.)

  • Solaris Advisory

What we do

Solaris Advisory's core business is in the professional financial advisory and services industry. To support our core business, we have set up businesses in events management, digital marketing & F&B industry.

Why we do

Solaris Advisory is part of Altitude Alliance which was founded in 2010 with a headcount of 60. Over the past years, Altitude Alliance has grown from strength to strength amassing to more than 350 manpower. Altitude Alliance has been at the forefront its industry, providing financial security and peace of mind to many.

How we do

With our evergrowing team, we have recently moved into Harbourfront Centre with a lifestyle area for our members within our office space as we believe in work-life balance. Our diversity allows us to provide the best consultation and advice to all walks of life.

As a new team member

We are looking for self-motivated individuals who are looking to develop their career in the financial/sales industry to join our expanding team established in 2020 by seasoned sales & marketing leaders across various industries.

As a Investment Wealth Trainee, your Key Responsibilities are:
- Access clients' financial situations and assist clients to achieve their short & long term financial goals. (Investment strategies, wealth management, retirement planning)
- Prepare reports catered to each client's needs.
- Source for client acquisition and retention.
- Portfolio management.

Who We're Looking For:
- Passionate about helping people
- Self-driven and determined
- Possesses a relentless drive to succeed
- Good self & time management
- Great sense of key leadership capabilities

Requirements:
- We welcome fresh graduates and ORD personnel!
- No experience is needed (training and mentorship is provided!)
- Minimum 21 years old
- Singaporean Citizen/PR
- Minimum "A" Levels / Diploma holder or equivalent
- Candidates with relevant experience in the financial/sales industry will be advantageous.

If you fit the above criteria, we would like to hear from you. A fulfilling career with work-life balance awaits you, click on "I'm Interested" to apply now!

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Looking for driven individuals looking to make an impactful change to lives as a Trainee!
Solaris Advisory